Side by side
Redtail CRM vs Worksorted
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial AndroidAPIiPhone+1
Redtail CRM offers pipeline, email, AI, and marketing capabilities across browser and mobile platforms. Its Launch user cap and yearly per-user pricing are worth checking against team size; a 30-day trial is available.
Visit Redtail CRM Free trial AndroidAPIiPhone+1
Choose Worksorted if an Australian financial advice business needs client management, repeatable workflows, compliance tracking and revenue operations in one platform. Look elsewhere if you need financial planning features or a free plan; pricing is provided on request.
Visit WorksortedThe facts
| Redtail CRM | Worksorted | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Android, API, iPhone, Web |
| Lowest paid plan | See the plans | Free or on request |
| Plans published | 7 | 1 |
| Maker | Redtail CRM | Not published |
| Website | redtailtechnology.com | worksorted.com |
| On financial advisor software | #9 of 31 | #13 of 31 |
Redtail CRM: what it does well
- Available on web, iOS, and Android
- Includes a visual sales pipeline
- Email sync and marketing automation are listed
- Offers a 30-day trial
What to know first
- No free plan
- Launch allows a maximum of five users
Worksorted: what it does well
- Client profiles bring together contact, relationship, activity and service information.
- Workflows support jobs, tasks, checklists, templates and automated reminders.
- Revenue tools cover billing records, remuneration, referral payments, splits and forecasting.
- Compliance features include audit trails, obligation tracking and electronic signing.
- Integrations include Xplan, Microsoft 365, Xero and DocuSign.
What to know first
- There is no free plan.
- Pricing is available on request.
- Financial planning is not included.
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